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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Whale Rock Capital Management
Boston,
Massachusetts
| USD 576 M | +USD 132 M | +30% | 38.1% | 1,326% | 38 | 44.74% | 0.2 |
|
| 1477 |
EC
1477
Everest Capital
Miami,
Florida
| USD 575 M | -USD 103 M | -15% | 17.4% | – | 52 | 51.92% | 0.2 |
|
| 1478 |
VFS
1478
VSR Financial Services
Overland Park,
Kansas
| USD 574 M | +USD 66.9 M | +13% | 4.26% | 20.7% | 591 | 23.18% | 0.2 |
|
| 1479 |
1479
Blum Capital Partners
San Francisco,
California
| USD 574 M | -USD 38.7 M | -6% | 3.39% | 47.9% | 8 | 25% | 0.3 |
|
| 1480 |
1480
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 573 M | +USD 9.34 M | +2% | 4.4% | 109% | 141 | 12.77% | 0.2 |
|
| 1481 |
1481
Basso Capital Management
Stamford,
Connecticut
| USD 573 M | +USD 38.1 M | +7% | 0.52% | 85.5% | 131 | 45.8% | 0.1 |
|
| 1482 |
1482
Hourglass Capital
Houston,
Texas
| USD 573 M | +USD 29 M | +5% | 5.45% | 89.6% | 122 | 13.11% | 0.2 |
|
| 1483 |
1483
MSI Financial Services
Springfield,
Massachusetts
| USD 572 M | +USD 74.2 M | +15% | 4.7% | 19.4% | 2,643 | 21.38% | 0.2 |
|
| 1484 |
AAA
1484
Adams Asset Advisors
Dallas,
Texas
| USD 571 M | -USD 72 M | -11% | 2.24% | 66.8% | 97 | 19.59% | 0.2 |
|
| 1485 |
NCM
1485
Newgate Capital Management
Greenwich,
Connecticut
| USD 571 M | -USD 146 M | -20% | 8.33% | 7.68% | 158 | 42.41% | 0.2 |
|
| 1486 |
1486
Crestwood Advisors Group
Boston,
Massachusetts
| USD 570 M | +USD 29.8 M | +6% | 3.59% | 82.7% | 132 | 8.33% | 0.2 |
|
| 1487 |
SCI
1487
S&CO Inc
Boston,
Massachusetts
| USD 570 M | -USD 88.8 M | -13% | 6.37% | 68.8% | 132 | 9.85% | 0.2 |
|
| 1488 |
1488
NBW Capital
Boston,
Massachusetts
| USD 570 M | +USD 44.1 M | +8% | 5.66% | 86% | 111 | 17.12% | 0.2 |
|
| 1489 |
1489
Ledyard National Bank
| USD 568 M | +USD 28.7 M | +5% | 4.24% | 80.7% | 454 | 13% | 0.2 |
|
| 1490 |
RNS
1490
Robert N. Shapiro
| USD 567 M | +USD 90.8 M | +19% | 5.62% | – | 1,052 | 17.97% | 0.2 |
|
| 1491 |
OH
1491
Overlook Holdings
Tortola,
British Virgin Islands
| USD 567 M | +USD 113 M | +25% | 44.5% | – | 3 | 0% | 0.3 |
|
| 1492 |
1492
Viking Fund Management
Minot,
North Dakota
| USD 565 M | +USD 21 M | +4% | 13.9% | 105% | 50 | 16% | 0.2 |
|
| 1493 |
PSI
1493
Pinnacle Summer Investments
Fairfax,
Virginia
| USD 564 M | +USD 158 M | +39% | 3.18% | – | 1,029 | 25.46% | 0.2 |
|
| 1494 |
1494
Broadfin Capital
New York
| USD 563 M | +USD 52.1 M | +10% | 27.4% | 298% | 65 | 32.31% | 0.2 |
|
| 1495 |
1495
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 562 M | +USD 27.9 M | +5% | 16.3% | 68.8% | 52 | 11.54% | 0.2 |
|
| 1496 |
1496
Freestone Capital Holdings
Seattle,
Washington
| USD 562 M | +USD 74.1 M | +15% | 7.83% | 86.9% | 451 | 53.88% | 0.1 |
|
| 1497 |
1497
Grandfield & Dodd
New York
| USD 561 M | +USD 32.8 M | +6% | 7.3% | 70.8% | 176 | 7.39% | 0.2 |
|
| 1498 |
1498
Cetera Advisors
Denver,
Colorado
| USD 561 M | +USD 81.6 M | +17% | 4.77% | 27.6% | 482 | 26.97% | 0.2 |
|
| 1499 |
1499
Sureview Capital
Greenwich,
Connecticut
| USD 560 M | +USD 58.9 M | +12% | 27% | – | 53 | 56.6% | 0.1 |
|
| 1500 |
1500
Glovista Investments
Jersey City,
New Jersey
| USD 559 M | +USD 112 M | +25% | 5.61% | 2.48% | 79 | 41.77% | 0.2 |
|